Our sales team provides this info by filling in 7 text fields -- one for each use case. If there's text in the field, it means that the customer has that use case. However, I don't want to inundate my support team with all that detail. I only want to tell them which fields have any content.
I would really like to avoid adding Salesforce fields for this single purpose.
I keep running into roadblocks in Bionic rules, such as:
- Formula fields don't have an "If/Then" function.
- When I count or Pivot records, I can't concatenate the results. The Concat function doesn't accept numeric fields.
- If I try to do a separate task for each field, filtering to see if it's null, and then merge the results back together, I hit the limit of 15 tasks per Bionic rule.